Streak setup
Pipelines designed around the work you track in Gmail.
- A pipeline for each workflow
- Stages and fields
- A clear rule for what becomes a box
- Team access to pipelines
Streak setup & management
setup · admin · automation
Streak CRM Management
We set Streak up inside Gmail with pipelines your team can run from the inbox, and keep them tidy month to month.
- Streak setup — Pipelines designed around the work you track in Gmail.
- Ongoing admin — Monthly care so pipelines stay useful.
- Integrations — Streak connected to the tools beyond your inbox.
Runs inside GmailEach deal is a boxPipelines are made of stagesEmails, contacts and files link to boxesWritten scope and price before you start
What we do on Streak
Streak setup, management and automation
Pick one of them or all of them.
Ongoing admin
Monthly care so pipelines stay useful.
- New pipelines and fields
- Stale and duplicate boxes cleaned up
- Team changes
- Weekly pipeline review
Integrations
Streak connected to the tools beyond your inbox.
- Call logging
- Sync with a sheet or another CRM
- Imports into boxes
- Integration monitoring
Onboarding
How we start on Streak
Including how access is granted in Streak.
-
Tell us what you need
Setup, admin or a clean-up.
-
Access to the pipelines in scope
We are added to the pipelines we work on, not your whole inbox.
-
Build and test
Pipelines and fields set up and tried with the team before rollout.
-
Handover or monthly admin
With ongoing admin, requests are handled every week.
Real situations
When teams bring us in on Streak
Only one person understands the pipeline
Deals are tracked in Gmail, but the boxes and stages make sense to just one person.
What we doWe set up shared pipelines with clear stages the whole team can work from.
Deal emails are scattered
Conversations about a deal never get added to its box, so the history is incomplete.
What we doWe set the pipeline up so related emails land in the right box, and show the team the quick way to add the rest.
Every report starts with an export
Updating management means exporting to a sheet and cleaning it up by hand.
What we doWe connect Streak to a sheet or dashboard so the numbers update on their own.
From Streak’s own documentation
- Boxes in Gmail Streak runs inside Gmail: pipelines are made of stages, and each deal is a box that email threads, contacts and files attach to. Source ↗
Cost
Priced for a small team, and it stays that way
One monthly fee for Streak, with no minimum term.
From
$100/month
The starting price, for a single pipeline and a small team. Most teams this size need nothing more.
Not included — so there are no surprises
- Your Streak licence — you keep your own account and billing
- Building new integrations to other systems — a separate one-off project
- Data migration from another system
- Bespoke development inside Streak beyond configuration
Your price in writing within 2 working days.
Streak limits
The Streak limits that decide how it should be run
From Streak’s own documentation, with sources.
Checked September 2026. Plans change.
Free download
The CRM clean-up checklist
12 checks to find duplicates, dead deals and broken automations, and stop them coming back.
Dialers that integrate with Streak
Integrate Streak with your dialer
Still typing call notes into Streak? We connect Streak to any of these 22 dialers, phone systems and AI voice agents once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
CRM
HubSpot vs Pipedrive for a small sales team
Pipedrive is built around the pipeline; HubSpot around one shared database for sales and marketing. A practical comparison of the limits and quirks that decide it.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
Streak CRM management — common questions
What is a box in Streak?
A box is a single deal or item in a Streak pipeline. Email threads, contacts and files attach to it, and boxes move across the pipeline’s stages.
Does Streak link emails to deals automatically?
Streak links emails, contacts and files to the right pipeline boxes as you work in Gmail, so the CRM stays in step with the inbox.
Can Streak run more than one pipeline?
Yes. You can create several pipelines — sales, partnerships, recruiting — each with its own stages and fields.
How much does Streak management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
Free 30-minute call · no obligation
Talk to us about Streak
Thirty minutes on what you need from Streak, whether it is on this list or not.
- Streak setup — Pipelines designed around the work you track in Gmail.
- Ongoing admin — Monthly care so pipelines stay useful.
- Integrations — Streak connected to the tools beyond your inbox.
StreakSetup & management
Scope and priceIn writing, within 2 working days
No minimum term30 days’ notice
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